AFS
Annapolis Financial Services Portfolio holdings
AUM
$338M
1-Year Est. Return
23.49%
This Fund
S&P 500
1 Year Est. Return
+23.49%
AUM
$298M
AUM Growth
+$24.9M
(+9.1%)
Holding
478
Top Buys
| 1 | +$2.88M | |
| 2 | +$1.59M | |
| 3 | +$1.26M | |
| 4 |
Vanguard ESG US Corporate Bond ETF
VCEB
|
+$1.21M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$884K |
Top Sells
| 1 | +$222K | |
| 2 | +$170K | |
| 3 | +$169K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$168K |
| 5 |
Netflix
NFLX
|
+$148K |
Sector Composition
| 1 | Financials | 2.84% |
| 2 | Communication Services | 2.31% |
| 3 | Technology | 1.79% |
| 4 | Consumer Discretionary | 1.33% |
| 5 | Industrials | 0.93% |